Taylor Financial Group’s Truist Financial TFC Stock Holding History

Taylor Financial Group’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.4M	Sell	30,195 -1,075	-3%	-$54.6K	0.76%	26
2026 Q2	$1.56M	Hold	31,270	–	–	0.86%	28
2026 Q1	$1.44M	Sell	31,270 -1,618	-5%	-$80K	0.87%	29
2025 Q4	$1.62M	Sell	32,888 -250	-0.8%	-$11.5K	0.95%	25
2025 Q3	$1.52M	Sell	33,138 -200	-0.6%	-$9.02K	0.87%	27
2025 Q2	$1.43M	Buy	33,338 +2,630	+9%	+$103K	0.89%	28
2025 Q1	$1.26M	Buy	30,708 +200	+0.7%	+$8.91K	0.88%	27
2024 Q4	$1.32M	Hold	30,508	–	–	0.92%	28
2024 Q3	$1.3M	Hold	30,508	–	–	0.9%	27
2024 Q2	$1.19M	Sell	30,508 -94	-0.3%	-$3.55K	0.91%	28
2024 Q1	$1.19M	Sell	30,602 -1,196	-4%	-$43.8K	0.91%	29
2023 Q4	$1.17M	Buy	+31,798	New	+$998K	0.97%	25

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Taylor Financial Group's TFC Position: Q3 2026 in Review

Taylor Financial Group reduced its Truist Financial (TFC) stake by 3.4% in Q3 2026, selling an estimated $54.6K and leaving 30,195 shares worth $1.4M. The position accounts for 0.76% of the portfolio, ranked #26.

Taylor Financial Group first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2025. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Taylor Financial Group held 30,195 shares of Truist Financial worth $1.4M as of Q3 2026.
Taylor Financial Group sold 1,075 Truist Financial shares in Q3 2026, an estimated $54.6K.
Truist Financial made up 0.76% of Taylor Financial Group's portfolio in Q3 2026, its #26 holding.
Taylor Financial Group first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
Taylor Financial Group's Truist Financial position peaked at $1.62M in Q4 2025.
1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.